Overview
Creatio provides a no-code platform for automating business workflows and managing customer relationships in enterprise settings. Users configure and deploy applications with a composable architecture and use Creatio Copilot, an AI-assisted workspace, to develop apps without writing code. Its edge comes from a modular, composable platform combined with an integrated AI development environment and extensive education and community resources. The goal is to help organizations automate processes and manage customer data at scale without requiring programming expertise.
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About Creatio
Industries
Company Size
1,001-5,000
Company Stage
Late Stage VC
Total Funding
$268M
Headquarters
Boston, Massachusetts
Founded
2013
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Simplify's Take
What believers are saying
- September 4, 2026 Securityplus FCU chose Creatio after evaluating multiple banking CRM providers.
- September 22, 2026 Creatio said financial services vertical growth reached 48% year over year.
- August 27, 2026 quarterly bookings hit 255% of prior-year levels, doubling $1M ARR customers.
What critics are saying
- Salesforce Agentforce for Financial Services and Microsoft Dynamics 365 attack Creatio's banking wedge.
- Pega dominates tier-one bank decisioning; Creatio's October 27, 2026 summit must prove production results.
- If banks reject Unlimited Enterprise, Creatio becomes a commodity workflow vendor by 2027.
What makes Creatio unique
- September 22, 2026 Bank.AI targets banking workflows with pre-built Growth, Service, Operations agents.
- Creatio's Unlimited Enterprise pricing removed caps on users, agents, workflows, and applications.
- August 25, 2026 Munich office and 12 global offices deepen local DACH delivery.
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Funding
Total Funding
$268M
Above
Industry Average
Funded Over
2 Rounds
Benefits
Health Insurance
Flexible Work Hours
Hybrid Work Options
Remote Work Options
Paid Sick Leave
Growth & Insights and Company News
6 month growth
↑ 0%1 year growth
↑ 0%2 year growth
↑ 0%Creatio bets $300M on Bank.AI: Pega, your move. October 1, 2026 Creatio commits $300 million through 2028 to its banking offering, sharpening its challenger position against Pega and the CRM majors in regional banking. The news. On September 22, 2026, Creatio announced a $300 million investment in Creatio Bank.AI, its offering for banks and financial institutions, to be spent from 2026 through 2028. Creatio describes itself as an AI CRM and workflow platform where people and AI agents work together. The release names two investment areas. The first is product and AI development: pre-built banking agents across three domains Creatio calls Growth, Service and Operations, plus continued work on AI Studio, covering no-code agent design, centralized AI governance, integrations, security and observability. The second is AI adoption and enablement: training programs, AI accelerator workshops, industry-specific guidance and expanded channel delivery capabilities for implementation partners. Creatio states that its financial services vertical grew 48% year over year. The release does not specify the metric, the period or the base. It lists Nasdaq, First National Bank of Pennsylvania, Metro Bank, MetLife, CEC Bank, OTP Bank, National Bank of Panama and ESL Credit Union among organizations with which Creatio has long-standing relationships. The investment is framed as part of Creatio's Unlimited Enterprise model, which the company introduced earlier as pricing without limits on users, agents, workflows or applications. Creatio also points to its recently launched Bank.AI hub, a digital event on September 24 and a Bank.AI Summit in Chicago on October 27. The bigger picture. Banking is moving from AI pilots to AI in production, and the software market is reorganizing around that shift. At the same time, the industry is changing fast, from increasingly demanding industry specific solutions, via AI moving more and more into operations and finally an uncertainty about pricing models for agents, as seat-based pricing seems increasingly inadequate. Horizontal CRM and workflow vendors are packaging industry-specific agents rather than leaving banks to assemble them from generic building blocks. Salesforce markets Agentforce for Financial Services on top of Financial Services Cloud, Microsoft positions Dynamics 365 alongside its financial services offerings, and Pega extends its decisioning and case management into agentic workflows. Already in 2025, Forrester observed in its financial services CRM research that vendors are splitting into two camps: those deepening industry-specific capabilities and those retreating to industry-agnostic AI building blocks. Creatio sits firmly in the first camp, as does e.g., BusinessNext. Then, there is the move of AI from the front office into operations. As in other areas, early banking AI focused on customer-facing assistants and advisor productivity. The current wave targets compliance, regulatory reporting, lending and back-office processing, where volumes are high and the cost of error is even higher. That brings regulation to the center of the buying decision. The EU's Digital Operational Resilience Act DORA is in force since January 2025, the EU AI Act classifies credit scoring as high-risk, and model risk management disciplines apply to AI agents as they do to any other model. In this territory, workflow and low-code vendors such as Appian, OutSystems and ServiceNow compete alongside CRM vendors and core banking providers such as Temenos, FIS, Fiserv and Jack Henry. These own the system of record and are adding AI capabilities of their own. Last, but not least, there is pricing. As agents take on work previously done by people, seat licensing increasingly becomes meaningless. Instead, different pricing models emerge, from consumption-based models to value-based models and flat pricing. All of them have their own challenges. Salesforce and Microsoft have already moved AI toward consumption-based pricing. Creatio's Unlimited Enterprise model goes the other way, removing caps on users, agents and workflows. My analysis and point of view. Creatio is spending where its constraints are, and that makes this an interesting challenger move. In banking, its product has rarely been the limiting factor. Partner delivery capacity and vertical credibility have. An investment that funds pre-built banking agents alongside partner enablement and delivery addresses both, and it builds on the alliances with Deloitte Digital and Accenture that Creatio announced with its 2024 results. The competitive logic becomes clearest against Pega. Pega's strength lies in tier-1 banks that can fund long, partner-heavy programs around decisioning and case management. Creatio's named customers are predominantly regional and mid-tier banks and credit unions, for whom pre-built agents, no-code configuration and pricing that does not meter adoption are a very good alternative to a program sized for a global bank. Pega and Creatio will meet head on in the Operations domain, where compliance, regulatory reporting and back-office work sit. That is also where production references will count for more than any agent catalog, and where Creatio will need to show named banks running its agents under a bank's model risk regime. Pricing may prove the sharper edge. I have said it before, consumption models disassociate value generation from cost and make life easy for the vendors. While many other vendors including Salesforce and Microsoft push AI toward consumption, a predictable bill is a strong argument in a regulated, budget-conscious industry. The open question is who absorbs the inference cost once agent volumes reach banking scale. If Unlimited Enterprise holds without restrictive fair-use terms, it becomes a lasting wedge. If it needs fine print, its appeal narrows. The numbers in the release deserve some scrutiny, too. They reveal more than just the strategy. According to Creatio, its financial services vertical grew 48% year over year. No doubt, this is a very good number, but it gives no base and no indication of the share of revenue it represents. For 2025, Creatio reported 60% topline growth for the same vertical. Given this, the new figure of 48% could point to slower growth, a larger base, or both. It also includes insurance, which Bank.AI does not target, so it says less about the banking business than it may appear. The $300 million comes without a split between product, enablement and marketing, or a baseline showing how much of it is incremental spend. None of this undermines the direction; however, it makes the interpretation of these numbers somewhat hard. Having said this, an investment of this magnitude shows a focus and is prone to give Creatio's banking business a push, if the company continues to execute well. The coming quarters will show whether this turns out to be a successful strategy or just impressive numbers in an announcement. Named operations-agent customers with measurable outcomes, ideally presented at the Chicago Bank.AI summit at the end of October, a disclosed base for the growth figure, and published fair-use terms for Unlimited Enterprise would each strengthen the case. If they arrive, Creatio's position in the banking sector strengthens significantly, and Pega will have a more visible challenger in the segment below its core. Capable Creatio is, without a doubt. Ambitious, too. Republished with author's permission from original post.
Creatio commits $300M to scale Bank.AI through 2028. Creatio's $300M investment in Bank.AI could accelerate AI integration in banking, reshaping industry workflows and enhancing operational efficiency. Unfortunately, this resource does not provide the full text of the news :(
Creatio invests $300 Million in its Bank.AI platform to drive AI Adoption in financial services. Sep 22, 2026, 08:36 ET BOSTON, Sept. 22, 2026 /PRNewswire/ - Creatio, an AI CRM and workflow platform where people and AI agents work together, today announced a $300 million investment from 2026 through 2028 in Creatio Bank.AI, its market-leading offering for banks and financial institutions. The investment comes as financial institutions rapidly accelerate their adoption of AI, and demand for Creatio's platform continues to grow - Creatio's financial services vertical grew 48% YoY. The $300 million commitment will build on this momentum, accelerating product AI innovation while expanding the enablement and deployment capabilities, and partner ecosystem needed to drive AI adoption at scale across financial institutions. With deep experience in financial services, Creatio has built long-standing relationships with leading organizations including Nasdaq, First National Bank of Pennsylvania, Metro Bank, MetLife, CEC Bank, OTP Bank, National Bank of Panama, ESL Credit Union, and many others. "The next generation of banking will be built around people and AI agents working together across customer and operational workflows," said Katherine Kostereva, CEO of Creatio. "Our $300 million investment in Creatio Bank.AI will accelerate this transition, giving financial institutions the technology, industry expertise, and partner ecosystem to adopt AI faster and at enterprise scale." $300 Million Investment to Accelerate Innovation and Adoption Between now and 2028, Creatio will significantly increase investment across the following strategic areas: 1. Product and AI innovation Creatio will further accelerate the development of its Creatio Bank.AI platform, combining the market-leading AI platform, best-in-class AI CRM, and pre-built banking agents. The platform powers three core banking domains: Growth, Service, and Operations. Growth agents accelerate customer acquisition, onboarding, and share-of-wallet expansion. Service agents elevate customer experience with faster, more personalized resolution. Operations agents streamline compliance, regulatory reporting, and mid- and back-office work. Creatio will continue to advance its already superior AI Studio, enhancing no-code designers for both personal and enterprise AI agents, centralized AI governance, integrations, AI modality management, security, and enterprise-grade observability. 2. AI adoption and enablement Creatio is reinforcing its investment in AI adoption and enablement for customers and partners. The focus is on equipping the banking community with the knowledge, frameworks, and hands-on guidance to adopt AI at scale. The investment expands AI activation programs for customers and partners: dedicated training programs, AI accelerator workshops, and industry-specific guidance. Creatio is also strengthening its global channel delivery capabilities, arming implementation partners with the expertise to help financial institutions deploy high-value AI use cases. Removing the Limits to AI Adoption in Banking The investment builds on Creatio's Unlimited Enterprise vision, enabling people and AI agents to work together on a single platform without traditional constraints around users, agents, workflows, applications, or scale. As part of this broader commitment to the banking community, Creatio recently launched the Bank.AI hub, a dedicated destination for financial services executives to navigate the AI era. On September 24, Creatio will also host "Bank.AI: Practical AI Use Cases for Banking" digital event, and on October 27, the Bank.AI Summit in Chicago, bringing together industry leaders to share best practices for AI adoption and transformation. About Creatio Creatio is an AI CRM and workflow platform where people and AI agents work together - with no limits on users, agents, or scale. We help midsize and large organizations run customer workflows in the AI era. Headquartered in Boston, MA, with a global team and a large ecosystem of partners, Creatio serves thousands of customers in over 100 countries and automates tens of millions of workflows daily. Genuine care for our clients and partners is at the heart of our DNA. SOURCE Creatio
Creatio invests $300 Million in its Bank.AI platform to drive AI Adoption in financial services. BOSTON, MA, UNITED STATES, September 22, 2026 / EINPresswire.com / - Creatio, an AI CRM and workflow platform where people and AI agents work together, today announced a $300 million investment from 2026 through 2028 in Creatio Bank.AI, its market-leading offering for banks and financial institutions. The investment comes as financial institutions rapidly accelerate their adoption of AI, and demand for Creatio's platform continues to grow - Creatio's financial services vertical grew 48% YoY. The $300 million commitment will build on this momentum, accelerating product AI innovation while expanding the enablement and deployment capabilities, and partner ecosystem needed to drive AI adoption at scale across financial institutions. With deep experience in financial services, Creatio has built long-standing relationships with leading organizations including Nasdaq, First National Bank of Pennsylvania, Metro Bank, MetLife, CEC Bank, OTP Bank, National Bank of Panama, ESL Credit Union, and many others. "The next generation of banking will be built around people and AI agents working together across customer and operational workflows," said Katherine Kostereva, CEO of Creatio. "Our $300 million investment in Creatio Bank.AI will accelerate this transition, giving financial institutions the technology, industry expertise, and partner ecosystem to adopt AI faster and at enterprise scale." $300 Million Investment to Accelerate Innovation and Adoption Between now and 2028, Creatio will significantly increase investment across the following strategic areas: 1. Product and AI innovation Creatio will further accelerate the development of its Creatio Bank.AI platform, combining the market-leading AI platform, best-in-class AI CRM, and pre-built banking agents. The platform powers three core banking domains: Growth, Service, and Operations. Growth agents accelerate customer acquisition, onboarding, and share-of-wallet expansion. Service agents elevate customer experience with faster, more personalized resolution. Operations agents streamline compliance, regulatory reporting, and mid- and back-office work. Creatio will continue to advance its already superior AI Studio, enhancing no-code designers for both personal and enterprise AI agents, centralized AI governance, integrations, AI modality management, security, and enterprise-grade observability. 2. AI adoption and enablement Creatio is reinforcing its investment in AI adoption and enablement for customers and partners. The focus is on equipping the banking community with the knowledge, frameworks, and hands-on guidance to adopt AI at scale. The investment expands AI activation programs for customers and partners: dedicated training programs, AI accelerator workshops, and industry-specific guidance. Creatio is also strengthening its global channel delivery capabilities, arming implementation partners with the expertise to help financial institutions deploy high-value AI use cases. Removing the Limits to AI Adoption in Banking The investment builds on Creatio's Unlimited Enterprise vision, enabling people and AI agents to work together on a single platform without traditional constraints around users, agents, workflows, applications, or scale. As part of this broader commitment to the banking community, Creatio recently launched the Bank.AI hub, a dedicated destination for financial services executives to navigate the AI era. On September 24, Creatio will also host "Bank.AI: Practical AI Use Cases for Banking" digital event, and on October 27, the Bank.AI Summit in Chicago, bringing together industry leaders to share best practices for AI adoption and transformation. About Creatio Creatio is an AI CRM and workflow platform where people and AI agents work together - with no limits on users, agents, or scale. We help midsize and large organizations run customer workflows in the AI era. Headquartered in Boston, MA, with a global team and a large ecosystem of partners, Creatio serves thousands of customers in over 100 countries and automates tens of millions of workflows daily. Genuine care for our clients and partners is at the heart of our DNA. Legal Disclaimer: EIN Presswire provides this news content "as is" without warranty of any kind. We do not accept any responsibility or liability for the accuracy, content, images, videos, licenses, completeness, legality, or reliability of the information contained in this article. If you have any complaints or copyright issues related to this article, kindly contact the author above.
Creatio announces Unlimited Florida 2027, its flagship event on AI and agentic automation. Registration is now open for the June 10-12 gathering in Orlando, bringing together 1,000+ leaders from 30+ countries BOSTON, MA, UNITED STATES, September 15, 2026 / EINPresswire.com / - Creatio, an AI CRM and workflow platform where people and AI agents work together - with no limits on users, agents, or scale - today announced Creatio Unlimited Florida 2027, the company's in-person flagship event, taking place June 10-12, 2027, at The Ritz-Carlton Orlando, Grande Lakes. Creatio Unlimited Florida will bring leaders together to explore how AI agents can change the way their organizations work - and what it takes to make that happen. Creatio will show how companies are turning AI strategy into execution, with people and agents working together to transform customer-facing operations, accelerate growth, and keep business moving around the clock. Attendees will learn from real implementations and gain hands-on experience to bring those possibilities into their own organizations. With participants expected from 30+ countries and 100+ sessions across dedicated tracks, Creatio Unlimited Florida will offer opportunities to: - Turn AI strategy into execution by learning how organizations are applying agentic AI to customer operations. - Explore practical AI use cases through real implementations and live demonstrations that attendees can apply within their own organizations. - Build AI skills that matter through hands-on experience creating and modifying AI agents using Creatio's no-code, AI-native platform. - Connect with industry leaders to exchange ideas with executives, innovators, and technology experts. Building on Creatio's Unlimited Enterprise vision, the event will also explore how organizations can scale with unlimited users, AI agents, workflows, applications, custom objects, and API calls. The Creatio Annual Conference will run June 10-11, featuring keynotes, workshops, and networking. Creatio Partner Day follows on June 12, with exclusive partner sessions and strategic planning workshops. Last year's flagship gathering in Orlando drew hundreds of leaders to explore the global adoption of AI across industries. The 2027 edition builds on that momentum with expanded thought leadership, expanded enterprise and industry learning tracks, and enhanced opportunities for collaboration in a luxury setting. About Creatio Creatio is an AI CRM and workflow platform where people and AI agents work together - with no limits on users, agents, or scale. US National Times help midsize and large organizations run customer workflows in the AI era. Headquartered in Boston, MA, with a global team and a large ecosystem of partners, Creatio serves thousands of customers in over 100 countries and automates tens of millions of workflows daily. Genuine care for its clients and partners is at the heart of its DNA. Legal Disclaimer: EIN Presswire provides this news content "as is" without warranty of any kind. US National Times do not accept any responsibility or liability for the accuracy, content, images, videos, licenses, completeness, legality, or reliability of the information contained in this article. If you have any complaints or copyright issues related to this article, kindly contact the author above.
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About Creatio
Industries
Company Size
1,001-5,000
Company Stage
Late Stage VC
Total Funding
$268M
Headquarters
Boston, Massachusetts
Founded
2013
Creatio is Hiring for 27 Jobs on Simplify!
Find jobs on Simplify and start your career today